Seven & I's Margins in Japan May Recover Slowly -- Market Talk

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Seven & I's Margins in Japan May Recover Slowly -- Market Talk

Dow Jones2025-10-14

0317 GMT - Margin recovery at Seven & I Holdings' Japan operations through fiscal 2029 may be more gradual than forecast amid competition pressure, though this may be offset by stronger performance in the U.S., says Lorraine Tan at Morningstar. The company is making a bet that its improved fresh foods and U.S. restaurant upgrades will help drive profitability and customer foot traffic, notes the director of equity research. Tan expects the quality of Seven & I's earnings growth to improve in fiscal 2026, with profitability picking up in the 2H of the fiscal. The more aggressive-than-expected share buyback through fiscal 2029 should also help drive EPS growth, she adds. Shares were recently at Y1,980.00. (jason.chau@wsj.com)

(END) Dow Jones Newswires

October 13, 2025 23:17 ET (03:17 GMT)

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Tan expects the quality of Seven &amp; I's earnings growth to improve in fiscal 2026, with profitability picking up in the 2H of the fiscal. The more aggressive-than-expected share buyback through fiscal 2029 should also help drive EPS growth, she adds. Shares were recently at Y1,980.00. 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